Twenty Acre Capital
Latest statistics and disclosures from Twenty Acre Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UBER, NOW, OKTA, CPNG, PDD, and represent 41.21% of Twenty Acre Capital's stock portfolio.
- Added to shares of these 10 stocks: BOX, PYPL, BABA, KWEB, GRAB, CPNG, PSTG, OKTA, XPEV, YMM.
- Started 3 new stock positions in KWEB, PYPL, BOX.
- Reduced shares in these 7 stocks: , , , INTU, UBER, PDD, SNAP.
- Sold out of its positions in Activision Blizzard, META, LOGI.
- Twenty Acre Capital was a net buyer of stock by $881k.
- Twenty Acre Capital has $105M in assets under management (AUM), dropping by 14.24%.
- Central Index Key (CIK): 0001928941
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Portfolio Holdings for Twenty Acre Capital
Twenty Acre Capital holds 18 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Uber Technologies (UBER) | 9.0 | $9.5M | -14% | 154k | 61.57 |
|
| Servicenow (NOW) | 8.5 | $8.9M | 13k | 706.49 |
|
|
| Okta Cl A (OKTA) | 8.3 | $8.7M | +19% | 96k | 90.53 |
|
| Coupang Cl A (CPNG) | 7.8 | $8.2M | +23% | 506k | 16.19 |
|
| Pdd Holdings Sponsored Ads (PDD) | 7.7 | $8.1M | -15% | 55k | 146.31 |
|
| Pure Storage Cl A (PSTG) | 7.3 | $7.7M | +25% | 215k | 35.66 |
|
| Amazon (AMZN) | 6.3 | $6.6M | +4% | 44k | 151.94 |
|
| Full Truck Alliance Sponsored Ads (YMM) | 6.2 | $6.5M | +6% | 929k | 7.01 |
|
| Grab Holdings Class A Ord (GRAB) | 5.8 | $6.1M | +39% | 1.8M | 3.37 |
|
| Cisco Systems (CSCO) | 5.7 | $6.0M | +3% | 118k | 50.52 |
|
| Snap Cl A (SNAP) | 5.0 | $5.3M | -16% | 312k | 16.93 |
|
| Intuit (INTU) | 4.4 | $4.6M | -28% | 7.4k | 625.03 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.2 | $4.4M | +135% | 57k | 77.51 |
|
| Box Cl A (BOX) | 3.5 | $3.7M | NEW | 146k | 25.61 |
|
| Paypal Holdings (PYPL) | 3.5 | $3.7M | NEW | 60k | 61.41 |
|
| Domo Com Cl B (DOMO) | 2.6 | $2.7M | 261k | 10.29 |
|
|
| Xpeng Ads (XPEV) | 2.4 | $2.6M | +40% | 175k | 14.59 |
|
| Kraneshares Tr Csi Chi Internet (KWEB) | 1.8 | $1.9M | NEW | 70k | 27.00 |
|
Past Filings by Twenty Acre Capital
SEC 13F filings are viewable for Twenty Acre Capital going back to 2022
- Twenty Acre Capital 2023 Q4 restated filed Feb. 15, 2024
- Twenty Acre Capital 2023 Q4 filed Feb. 14, 2024
- Twenty Acre Capital 2023 Q3 filed Nov. 13, 2023
- Twenty Acre Capital 2023 Q2 filed Aug. 11, 2023
- Twenty Acre Capital 2023 Q1 filed May 15, 2023
- Twenty Acre Capital 2022 Q4 filed Feb. 15, 2023
- Twenty Acre Capital 2022 Q3 filed Nov. 14, 2022
- Twenty Acre Capital 2022 Q2 filed Aug. 12, 2022
- Twenty Acre Capital 2022 Q1 filed May 13, 2022